Geneos Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$956	Hold	24	–	–	﹤0.01%	2410
2025 Q4	$920	Hold	24	–	–	﹤0.01%	2413
2025 Q3	$826	Sell	24 -169	-88%	-$5.79K	﹤0.01%	2421
2025 Q2	$6.33K	Buy	193 +66	+52%	+$1.93K	﹤0.01%	2495
2025 Q1	$8.85K	Buy	127 +17	+15%	+$466	﹤0.01%	2597
2024 Q4	$3.04K	Buy	110 +78	+244%	+$2.4K	﹤0.01%	2482
2024 Q3	$1.04K	Buy	+32	New	+$928	﹤0.01%	2441
2023 Q3	–	Sell	-24	Closed	-$758	–	2102
2023 Q2	$758	Hold	24	–	–	﹤0.01%	2042
2023 Q1	$838	Hold	24	–	–	﹤0.01%	2012
2022 Q4	$660	Hold	24	–	–	﹤0.01%	2002
2022 Q3	$0	Buy	24 +8	+50%	+$308	﹤0.01%	2058
2022 Q2	$0	Sell	16 -43	-73%	-$1.59K	﹤0.01%	2595
2022 Q1	$2K	Buy	+59	New	+$2.18K	﹤0.01%	2519
2021 Q3	–	Sell	-151	Closed	-$6K	–	2840
2021 Q2	$6K	Hold	151	–	–	﹤0.01%	2369
2021 Q1	$6K	Hold	151	–	–	﹤0.01%	2579
2020 Q4	$6K	Sell	151 -1	-0.7%	-$48	﹤0.01%	2401
2020 Q3	$5K	Buy	+152	New	+$5.1K	﹤0.01%	2155